Melissa Ahearn
Investment adviser representative at The Caprock Group, LLC
18 yearsExperience
1 stateRegistered in
$12.5BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- The Caprock Group, LLCMar 2024 to now
- Grey Street Capital, LLCNov 2022 to Mar 2024
- Northwestern Mutual Wealth Management CompanyJan 2016 to Oct 2022
- Northwestern Mutual Investment Services, LLCAug 2008 to Oct 2022
- Northwestern Mutual Life Insurance CompanyJan 2008 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (AZ).
The Caprock Group, LLC
$12.5BAssets managed
436Clients
51Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5479595
- Firm CRD
- 124272